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Long winds traverse the wilds, no narrow bounds to bind; they roam the open earth, sweeping mortal ups and downs!
Long winds traverse the wilds, no narrow bounds to bind; they roam the open earth, sweeping mortal ups and downs!

Believe that predict will give you the results you want
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No accumulation of small steps can bring you no distance; you cannot reach a thousand miles.

Don't envy other people's billions of times the money. Start by saving your first small goal—time will give you the answer.


#全球股市逼近历史高位

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✅Wishing your current holdings value keeps rising step by step✅
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There are no regrets in this world — only hopes that have been placed in the wrong place.

There are no regrets in this world — only hopes that have been placed in the wrong place.

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【If you’re also interested in international policy and geopolitical developments, here’s a place where you can turn your understanding into income—open the Binance Wallet and search for the Predict platform app】
⚠️Only policy news interpretation; not investment advice

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“I once said that you should get married early, otherwise all that’s left are the inferior ones—the ‘crooked melons and cracked dates.’ At the same time, Charlie Munger once said that in life you only need to get rich once. Based on my years of observation, I now have to disagree with Mr. Munger: if you don’t marry early and end up with one of those inferior partners, then you’ll need to get rich twice in your life.”

How is everyone feeling today?

On August 14, Bank of America’s chief investment strategist Michael Hartnett’s team released a report stating that the midterm elections in mid-2026 may become a key turning point for the U.S. stock market’s AI rally. If the Republicans hold the Senate and Texas Governor Greg Abbott successfully wins re-election, the market may view it as a signal that AI capital expenditures and data-center expansion will continue; the U.S. market—especially the AI sector—could then strengthen further, and the rally may evolve into a “bubble-like” trend in 2027. Conversely, if the Democrats win both the Senate and the Texas governorship, AI investment and risk assets would face a repricing, and the U.S. stock market could see a sharp drop of more than 10%, with the U.S. dollar and bond yields also falling. Bank of America defines the Texas governor election as a referendum around “the cost of living and AI data centers”—Texas currently has 335 data centers, with another 247 in the planning stage.

The current bull logic still has fundamental support: S&P 500 earnings growth in Q2 reached 32%, and AI capital expenditures are expected to exceed $1 trillion in 2027. The U.S. stock market is up about 14% year-to-date, and market gains in AI industry supply-chain markets such as South Korea are even higher. However, market optimism is already highly crowded. Bank of America’s “bull and bear indicator” remains in the sell-signal range; private-client equity allocation rose to 66.4%, a record high; bond allocation fell to 17%; and cash allocation is only 9.4%, the lowest on record.

Bank of America believes that an overly high positioning does not necessarily mean the bull market is immediately over, but it makes the market more sensitive to unexpected negative surprises. The bond market is the biggest potential constraint: U.S. government debt is about to exceed $40 trillion. Interest spending over the past 12 months is about $1.4 trillion, and the yield on the 30-year U.S. Treasury recently climbed to 5.126%, a 25-year high. Ending a bull market for real typically requires excessive positioning, overly optimistic earnings, and tighter policy to occur at the same time. The first two conditions are already in place; the election outcome and the interest-rate path will therefore be the key variables in determining whether the bull market can shift from strong gains to a frenzy of bubble-like exuberance.

You can’t even imagine it, and yet you can’t do anything wrong—this is truly a master at drawing! The way they draw is so lifelike and exquisite!

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The setting sun returns to the mountains and seas, while my worries are tucked away in my heart.

💥 Hold the line on your body: staying up late to watch the market and anxiety-driven insomnia are big taboos. Your body is the capital for a comeback—keep a regular schedule and exercise to relieve stress. When you feel low, use exercise to dissolve anxiety.

#以太坊基金会L1弃用Poseidon哈希

#以太坊基金会L1弃用Poseidon哈希

Ethereum L1 underlying upgrade roadmap: no longer adopt the Poseidon hash designed specifically for ZK-SNARKs; instead, move to proven, established standard hashes: SHA2 / BLAKE2s.

Key clarification: this is not about discarding all Poseidon in the market—only that the new L1 underlying roadmap will no longer choose it. Existing ZK-Rollups and ZK-Apps can continue to use Poseidon normally, with no impact from the restriction.
$ETH Is it a positive catalyst?